When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through important changes? Today Micah and Matt will share advice on how to address your team’s fears and questions, while also sticking to your convictions.
Navigating estate planning with your clients.
See MoreHelping clients understand their purpose in retirement.
See MoreSupporting clients beyond financial aspects.
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